List Management

This article contains the following topics:
casm172
This article contains the following topics:
You can define the items that appear in lists to help make it easier for users to select the correct information from lists for the objects they manage. For example, when defining a new contact, the user can specify a contact type. You define the items that appear in the contact type list. In addition, when defining a legal document, the user must specify a legal template. You define the items that appear in the legal template list.
You can manage items in the following lists and in the reference fields you define:
  • Assets
  • Companies
  • Contacts
  • Legal Documents
  • Locations
  • Models
  • Organizations
  • Searches
  • Normalization
Define List Items
You can define, update, and delete list items to help make it easier for users to select the correct information from lists when managing objects. For example, you can change the name and description of a cost center to make it easier for users to select a cost center. You can also delete a general ledger code so that users cannot select that code when they define assets.
When you delete a list item, users cannot select the item when defining an object. Instead of deleting the list item, you can make the list item inactive. Then, if you need the list item in the future, you can make the item active again. You do not have to redefine the item.
By default, all the items in a list are displayed. However, if you have large number of list items, you can search for specific items. The search criteria depends on the properties of the list. For example, for
Cost Type
you can search the items based on
Value, Status
, and the
Description
of the cost type.
This feature will only be available if you apply a patch for
CA Service Management
Release 14.1.01. Find the patch and the download details from CA Support Online.
Follow these steps:
  1. Click Directory, List Management.
  2. On the left, select the list that you want to manage.
  3. Click New.
  4. Enter the information for the list item.
    When multi-tenancy is enabled, select the tenant for the list item.
  5. Click Save.
Define List Management Access
As an Administrator, you can define who accesses List Management. You can also determine the list items that different users can access. For example,  a Contract Manager requires information related to legal document lists, company lists, and contact lists but not Asset lists. So, as an Administrator, you configure the access rights to Contract Manager role accordingly.
This feature will only be available if you apply a patch for
CA Service Management
Release 14.1.01. Find the patch and the download details from CA Support Online.
Follow these steps:
  1. Click Administration, User/Role Management.
  2. Click the role for which you want to configure List Management access.
  3. To configure which list items the role access, select the appropriate check box.
    For example, to restrict asset list access to a Contract Manager, ensure clear the Asset Lists Access check box. 
  4. To enable or disable List Management, select or clear List Management Access.
  5. Save the configuration changes.
Define the Class and Subclass Lists for an Asset Family
You can define the class and subclass lists for an asset family to help make it easier for users to select the correct information when defining models and assets. For example, you can define the class "printer" and the subclass "laser". Then when users create or search for printer assets, this additional information helps them to define or identify the correct assets.
Follow these steps:
  1. Click Directory, List Management.
  2. On the left, click Asset Lists, Asset Family.
  3. Complete the following steps to define the class list:
    1. Click the Edit Record icon next to the asset family for which you want to define the class.
    2. Click the Class List hyperlink.
    3. Define the class record for the asset family.
    4. Click Save.
  4. Complete the following steps to define the subclass list:
    1. Click the Edit Record icon next to the class record for which you want to define the subclass.
    2. Click the Subclass List hyperlink.
    3. Define the subclass record for the asset family.
    4. Click Save.
Define Legal Document Terms and Conditions
You can define the terms and conditions that apply to legal document lists. Users can then apply the correct terms and conditions when they define legal templates or legal documents.
Follow these steps:
  1. Click Directory, List Management.
  2. On the left, expand Legal Document Lists and select Terms and Conditions.
  3. Click New.
  4. Enter the information for the new list item.
     To make the new item apply to date-specific terms and conditions lists only, select the Date Specific Key check box.
  5. Click Save.
Exclude an Asset Family
You can exclude an asset family so that it is not available for users. If you exclude an asset family, a user who creates or modifies a model cannot select that asset family. Also, the excluded asset family is not available for managing filters, data imports, or configurations. For example, if CA APM is integrated with CA Service Desk Manager, the asset families from CA Service Desk Manager are also available to CA APM users. If you do not require the CA Service Desk Manager asset families, you can exclude them so that they are not available to users.
If a model was already associated with an asset family before you excluded the family, you can still access and edit that model. You can also still use that model to create assets. However, you cannot change the asset family for that model to another excluded asset family.
You can change the asset family for a model only if the model does not have associated assets.
Follow these steps:
  1. Click Directory, List Management.
  2. On the left, select Asset Family under Asset Lists or Model Lists.
  3. Click the Edit Record icon for the family that you want to exclude.
  4. Clear the Is ITAM check box and click the Complete Record Edit icon.
    Do not select the Inactive check box. This action makes the asset family inactive for all products that are integrated with the CA MDB.
  5. Click Save.
This feature will only be available if you apply a patch for
CA Service Management
Release 14.1.01. Find the patch and the download details from CA Support Online.